Malinda KAYE Hicks signed Mayer, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mayer, LLP's EIN is 83-2396704.
Download the official 2024 Form 5500 (PDF) for Mayer, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mayer, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $4.5M | 23.4% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $2.7M | 13.7% | |
| T. Rowe Price | Other securities | — | — | $1.7M | 8.6% | |
| Fidelity | Mutual Funds | — | — | $1.6M | 8.3% | |
| Fidelity | Mutual Funds | — | — | $1.4M | 7.0% | |
| Fidelity | Mutual Funds | — | — | $1.3M | 6.7% | |
| PGIM | Other securities | — | — | $1.1M | 5.5% | |
| Fidelity | Mutual Funds | — | — | $1.0M | 5.2% | |
| Fidelity | Mutual Funds | — | — | $747K | 3.8% | |
| Fidelity | Mutual Funds | — | — | $713K | 3.7% | |
| Fidelity | Mutual Funds | — | — | $605K | 3.1% | |
| Fidelity | Mutual Funds | — | — | $537K | 2.8% | |
| Fidelity | Mutual Funds | — | — | $344K | 1.8% | |
| T. Rowe Price | Other securities | — | — | $276K | 1.4% | |
| Participant loans** | Participant loans | — | — | $171K | 0.9% | |
| Fidelity | Mutual Funds | — | — | $151K | 0.8% | |
| AB | Other securities | — | — | $147K | 0.8% | |
| Fidelity | Mutual Funds | — | — | $80K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $56K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| TAMPAA, FL |
| INVESTMENT ADVISOR |
| $68K |
| — |
